Switch Point Financial Planning, LLC Dimensional ETF Tr Short Durat Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 76,825 shares of DFSD stock, worth $3.65 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
76,825Holding current value
$3.65 Million% of portfolio
3.45%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio